All I Want For Christmas is GPUs

If anyone knows anything about me, it’s that I’m terrible at giving gifts. But, if I were BFFs with any of the model developers, I’d know what would be at the top of their Christmas lists: AI chips.

These pieces of specialized hardware—known as “graphics processing units'' in industry parlance—have been the hottest commodity of 2023, so much so that VCs have been offering them to entice buzzy startups to take their money.

To give you a sense of the winners and losers in the race to snare the most chips, take a look at the above chart, from Omdia Research, on how shipments of Nvidia’s most advanced GPUs—their H100s and H800s—break down by customer. (We ran it by some industry chip experts and AI practitioners and they said it looked directionally accurate.)